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Triumph Capital Management’s iShares Biotechnology ETF IBB Stock Holding History

Triumph Capital Management’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Sell
2,532
-1,241
-33% -$213K 0.09% 223
2026
Q1 		$637K Buy
3,773
+223
+6% +$38.1K 0.13% 155
2025
Q4 		$599K Sell
3,550
-329
-8% -$53.4K 0.13% 152
2025
Q3 		$560K Sell
3,879
-764
-16% -$104K 0.15% 152
2025
Q2 		$587K Sell
4,643
-283
-6% -$34.7K 0.18% 142
2025
Q1 		$630K Sell
4,926
-121
-2% -$16.4K 0.21% 127
2024
Q4 		$667K Buy
5,047
+187
+4% +$26.3K 0.23% 111
2024
Q3 		$708K Buy
4,860
+1,634
+51% +$236K 0.25% 99
2024
Q2 		$443K Sell
3,226
-553
-15% -$73.8K 0.17% 140
2024
Q1 		$517K Sell
3,779
-84
-2% -$11.5K 0.21% 113
2023
Q4 		$525K Sell
3,863
-220
-5% -$26.8K 0.22% 94
2023
Q3 		$499K Buy
4,083
+35
+0.9% +$4.45K 0.23% 102
2023
Q2 		$514K Sell
4,048
-360
-8% -$46.8K 0.23% 94
2023
Q1 		$569K Sell
4,408
-922
-17% -$121K 0.29% 61
2022
Q4 		$700K Sell
5,330
-12,720
-70% -$1.64M 0.37% 59
2022
Q3 		$2.11M Sell
18,050
-5,060
-22% -$628K 1.15% 22
2022
Q2 		$2.72M Buy
23,110
+8,482
+58% +$1.01M 1.44% 15
2022
Q1 		$1.91M Buy
+14,628
New +$1.91M 0.83% 25

Other funds holding IBB

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Triumph Capital Management's IBB Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Biotechnology ETF (IBB) stake by 33% in Q2 2026, selling an estimated $213K and leaving 2,532 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #223.

Triumph Capital Management first reported a position in IBB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.72M in Q2 2022. 186 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Triumph Capital Management held 2,532 shares of iShares Biotechnology ETF worth $482K as of Q2 2026.
  • Triumph Capital Management sold 1,241 iShares Biotechnology ETF shares in Q2 2026, an estimated $213K.
  • iShares Biotechnology ETF made up 0.09% of Triumph Capital Management's portfolio in Q2 2026, its #223 holding.
  • Triumph Capital Management first reported a position in iShares Biotechnology ETF in Q1 2022 and has held it in 18 quarters since.
  • Triumph Capital Management's iShares Biotechnology ETF position peaked at $2.72M in Q2 2022.
  • 186 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.